Lead Qualified Professional (QP)

TruWay Staffing Services; Durham (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

TruWay Staffing Services in Durham, North Carolina, is looking for a dedicated professional to manage client intake processes. Your responsibilities will include preparing client documentation, scheduling, and ensuring effective communication with clients and families.

You will also assist with the coordination of medical services and oversee documentation for timely billing. A strong emphasis on collaboration and a positive work environment is essential.

Qualifications

• Experience in managing client intake processes.
• Strong communication and organizational skills.
• Ability to work collaboratively with stakeholders.

Responsibilities

• Manage intake and client coordination processes.
• Prepare and maintain documentation and schedules.
• Attend client meetings and assist with service provision.

Job description

New Client Intake Responsibilities

1. 1. Request Individual Service Plans (ISP): Obtain ISPs from Managed Care Organizations (MCOs) by contacting the client's assigned Case Manager or Care Coordinator. Ensure you have a copy of the ISP for each new client.
2. 2. Authorization Confirmation: Verify authorization through Provider Connect with the respective MCOs.
3. 3. Intake Preparation: Prepare intake packets and schedule appointments for new clients promptly. Ensure new clients' names, start, and end dates are added to the Master Corporate Calendar. Intakes should be completed as soon as possible.

• Notify the HR Director of any pending appointments, who will update the Master Corporate Calendar after confirming there are no conflicts with office training or events.
• Contact clients and families monthly to monitor service provision and document all communications in your Supervision Log, to be submitted at each review meeting.
• Share urgent information with the Executive Director and CEO as needed. Ensure monthly supervision logs are submitted to the Executive Director by the 25th of each month.

Support for Existing Clients

1. 4. Initial Contact: During your first week of assignment or of receiving a new client, introduce yourself to the parent/guardian of each client assigned to you as their new QP. Express enthusiasm about supporting them and maintain regular communication, including attending all ISP meetings and other relevant engagements.
2. Contact clients and families monthly to monitor service provision and document all communications in your Supervision Log, to be submitted at each review meeting.
3. Share urgent information with the Executive Director and CEO as needed. Ensure monthly supervision logs are submitted to the Executive Director by the 25th of each month.
4. 5. ISP/PCP Management: Assist in writing or revising PCPs/ISPs to ensure timely reauthorization of cases. This may involve writing both Short Range and Long Range Goals as needed.
5. 6. Meeting Attendance and Collaboration: Attend all ISP, SNAP, or SIS meetings as required, and collaborate with community organizations to provide additional support. Work with the Department of Social Services to maintain I/DD eligibility, Medicaid benefits, and other funding.
   • Use a four-step outreach process for contacting parents or professionals: call, text, email, and in-person visits as necessary. Repeat the process until contact is made.
6. 7. Medical and Community Support: Accompany clients to doctor appointments and other community outings as required. Coordinate monthly medical services and assist with obtaining necessary medical supplies.
7. 8. Quarterly Monitoring: Ensure families are observed at least once a quarter and submit visit logs to the Joint Committee Chairperson by the 25th of each month.
8. 9. Transition Assistance: Assist parents with obtaining guardianship for consumers reaching age 18. Support families with enrolling clients in Day Support Programs or educational opportunities.
9. 10. Residential Assistance: Help clients in licensed AFL Homes obtain Special Assistance funds upon admission (for Residential Manager Supervisors only).
10. 11. Documentation Oversight: Review electronic notes from Direct Care Staff weekly. Ensure all documentation is reviewed by Monday at 10:00 am for billing by 5:00 pm the same day.
11. 12. Client Scheduling and Documentation Management: Oversee and coordinate client scheduling to optimize efficiency, ensuring all treatment notes are accurately completed and submitted in a timely manner prior to billing, in compliance with company policies and billing requirements.
12. 13. Service Authorization Management and Master Calendar Oversight: Responsible for developing and maintaining a master authorization calendar to monitor and manage service authorizations, ensuring timely approvals, renewals, and adherence to all required deadlines. The master calendar must be prominently displayed on the wall of your office for clear visibility.

Effective Communication and Office Environment

• Communicate professionally with all stakeholders involved in the Mental Health and I/DD profession. Maintain a positive and respectful demeanor.
• Report any concerns to the Executive Director or CEO privately. Maintain a positive and collaborative team environment.